Maximos Behnan (CRD# 6054016) is an Investment Advisor Representative working at Ways Investment Advisors LLC in Glendale, CA and has over 11 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Ways Investment Advisors LLC | Glendale, CA | Mar 2021 - Current | 3 |
Bullseye Tax Relief | Northridge, CA | Jul 2020 - Current | 3 |
3is Inc. | Northridge, CA | Oct 2014 - Dec 2021 | 7 |
Avantax Investment Services, Inc. | Northridge, CA | Apr 2019 - Apr 2021 | 2 |
Avantax Advisory Services | Northridge, CA | Apr 2019 - Apr 2021 | 2 |
Avantax Insurance Agency, LLC | Northridge, CA | Apr 2019 - Apr 2021 | 2 |
Hd Vest Insurance Agency, Inc. | Irving, TX | Apr 2017 - Aug 2018 | 1 |
Bright Future Financials Inc. | Glendale, CA | Nov 2009 - May 2018 | 8 |
Hd Vest Investment Services | Glendale, CA | Apr 2017 - Feb 2018 | < 1 |
Hd Vest Advisory Services | Glendale, CA | Apr 2017 - Feb 2018 | < 1 |
Transamerica Financial Advisors, Inc. | Encino, CA | May 2014 - Oct 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2012 |
S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
CA
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